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Delta Accumulation LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Delta Accumulation LLC’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.84M Buy
31,600
+6,100
+24% +$1.57M 0.68% 28
2025
Q4 		$6.28M Buy
25,500
+13,800
+118% +$3.39M 0.23% 70
2025
Q3 		$2.58M Buy
11,700
+8,200
+234% +$1.88M 0.16% 96
2025
Q2 		$773K Sell
3,500
-2,200
-39% -$443K 0.06% 153
2025
Q1 		$2.47M Hold
5,700
– – 0.14% 114
2024
Q4 		$1.92M Hold
5,700
– – 0.11% 116
2024
Q3 		$1.26M Buy
5,700
+2,100
+58% +$449K 0.09% 119
2024
Q2 		$730K Sell
3,600
-300
-8% -$60.6K 0.05% 114
2024
Q1 		$820K Hold
3,900
– – 0.06% 134
2023
Q4 		$730K Buy
+3,900
New +$699K 0.12% 129

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Wells Fargo
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Empower Advisory Group
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Citigroup
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return